Insightly CRM vs SugarCRM (2024 Comparison)
Insightly CRM offers a user-friendly interface and robust contact management features. Its seamless email tracking and task management capabilities make it a great choice for small to medium-sized businesses.
- User-friendly interface
- Robust contact management
- Seamless email tracking
- Limited customization options
- May not scale for large enterprises
Free plan?
YesStarting price
$29 per user / month
SugarCRM provides extensive customization options and comprehensive functionality. Its scalable nature and robust features make it ideal for businesses with unique requirements and growing needs.
- Highly customizable
- Comprehensive functionality
- Scalable for growing businesses
- Complex setup process
- Requires technical expertise
Free plan?
NoStarting price
$19 per month per userWhat is Insightly CRM?
Insightly CRM is a powerful customer relationship management tool designed to help businesses manage their contacts, sales, and projects efficiently. It offers a user-friendly interface and robust features like task management, email tracking, and workflow automation. Insightly CRM is particularly beneficial for small to medium-sized businesses looking to streamline their operations and improve customer interactions. With its integration capabilities, it seamlessly connects with other tools, enhancing productivity and collaboration within teams.
What is SugarCRM?
SugarCRM is a comprehensive customer relationship management software that empowers businesses to build lasting customer relationships. It provides a suite of tools for sales automation, marketing campaigns, and customer support. SugarCRM is ideal for organizations seeking a customizable and scalable solution to manage their customer interactions. Its open-source nature allows for extensive customization, making it a preferred choice for businesses with unique requirements. SugarCRM helps businesses enhance customer satisfaction and drive growth through its robust features.
Pros and Cons of Insightly CRM vs SugarCRM
Pros & Cons of Insightly CRM
- Insightly CRM offers a user-friendly interface that makes it easy for users to navigate and manage their tasks efficiently. Its intuitive design reduces the learning curve, allowing users to get up and running quickly.
- Insightly CRM excels in contact management, offering a user-friendly interface that makes it easy to organize and manage contacts. Its intuitive design allows you to quickly access and update contact information.
- Insightly CRM offers seamless email tracking, allowing you to monitor email interactions with your clients. This feature helps you stay informed about client communications and ensures that you never miss an important email.
- Insightly CRM may not offer the same level of customization as other CRM solutions, which can be a limitation for businesses with unique requirements. Its features are sufficient for most small to medium-sized businesses.
- While Insightly CRM is scalable, it may not offer the same level of scalability as other CRM solutions, which can be a limitation for large enterprises with complex needs.
Pros & Cons of SugarCRM
- SugarCRM is known for its extensive customization options, allowing businesses to tailor the software to their specific needs. Its open-source nature makes it a versatile tool for businesses with unique requirements.
- SugarCRM offers a wide range of features that cater to various business needs. Its open-source nature allows for extensive customization, making it a versatile tool for businesses with unique requirements.
- SugarCRM's open-source nature makes it highly scalable, accommodating the needs of growing businesses. Its extensive customization options allow businesses to tailor the software to their specific needs.
- SugarCRM's extensive customization options may require more time to set up, which can be a limitation for businesses with limited resources. Its open-source nature may require technical expertise.
- SugarCRM's open-source nature may require technical expertise, which can be a limitation for businesses with limited resources. Its extensive customization options may require more time to set up.
Insightly CRM vs SugarCRM: At A Glance
Value to Price
Insightly CRM offers excellent value for its price, providing a comprehensive set of features that cater to small and medium-sized businesses. Its pricing is competitive, making it an attractive option for budget-conscious users. SugarCRM, while slightly more expensive, offers extensive customization options, which can be beneficial for businesses with specific needs. If you are looking for a cost-effective solution with robust features, Insightly CRM is a great choice.
Ease of Use
Insightly CRM is known for its user-friendly interface, making it easy for users to navigate and manage their tasks efficiently. Its intuitive design reduces the learning curve, allowing users to get up and running quickly. SugarCRM, on the other hand, may require more time to master due to its extensive customization options. If ease of use is a priority for you, Insightly CRM is the better option.
Functionality
SugarCRM excels in functionality, offering a wide range of features that cater to various business needs. Its open-source nature allows for extensive customization, making it a versatile tool for businesses with unique requirements. Insightly CRM, while not as customizable, provides essential features that are sufficient for most small to medium-sized businesses. If you need a highly functional and customizable CRM, SugarCRM is the way to go.
Scalability
Both Insightly CRM and SugarCRM offer scalability, allowing businesses to grow and expand their operations. SugarCRM's open-source nature makes it highly scalable, accommodating the needs of growing businesses. Insightly CRM, while scalable, may not offer the same level of customization as SugarCRM. If scalability is a key consideration for your business, SugarCRM is the better choice.
Integrations
Insightly CRM offers a wide range of integrations with popular tools, enhancing its functionality and making it a versatile choice for businesses. SugarCRM also provides integration options, but its open-source nature allows for more extensive customization. If you need a CRM with robust integration capabilities, Insightly CRM is a strong contender.
Customer Support
Insightly CRM provides reliable customer support, ensuring that users receive assistance when needed. SugarCRM also offers customer support, but its open-source nature may require users to rely on community support for certain issues. If customer support is a priority for you, Insightly CRM is the better option.
Security
Both Insightly CRM and SugarCRM prioritize security, ensuring that user data is protected. SugarCRM's open-source nature allows for more customization, which can enhance security measures. Insightly CRM, while secure, may not offer the same level of customization. If security is a top concern for your business, SugarCRM is the better choice.
Overall Rating
Insightly CRM and SugarCRM both offer robust features and capabilities, making them strong contenders in the CRM market. Insightly CRM is ideal for small to medium-sized businesses looking for a user-friendly and cost-effective solution. SugarCRM, with its extensive customization options, is better suited for businesses with unique requirements. If you need a versatile and customizable CRM, SugarCRM is the way to go.
Insightly CRM vs SugarCRM: A Detailed Breakdown of Key Features
Contact Management
Insightly CRM excels in contact management, offering a user-friendly interface that makes it easy to organize and manage contacts. Its intuitive design allows you to quickly access and update contact information, ensuring that you stay connected with your clients. SugarCRM also provides robust contact management features, but its extensive customization options may require more time to set up. If you need a straightforward and efficient contact management solution, Insightly CRM is the better choice.
Email Tracking
Insightly CRM offers seamless email tracking, allowing you to monitor email interactions with your clients. This feature helps you stay informed about client communications and ensures that you never miss an important email. SugarCRM also provides email tracking capabilities, but its setup process may be more complex due to its customization options. If you need a simple and effective email tracking solution, Insightly CRM is the way to go.
Task Management
Insightly CRM's task management features are designed to help you stay organized and on top of your tasks. Its user-friendly interface makes it easy to create, assign, and track tasks, ensuring that you never miss a deadline. SugarCRM also offers task management capabilities, but its extensive customization options may require more time to set up. If you need a straightforward and efficient task management solution, Insightly CRM is the better choice.
Workflow Automation
SugarCRM shines in workflow automation, offering a wide range of customization options that allow you to automate complex processes. Its open-source nature makes it a versatile tool for businesses with unique requirements. Insightly CRM also provides workflow automation features, but its customization options may be more limited. If you need a highly customizable workflow automation solution, SugarCRM is the way to go.
Customization
SugarCRM is known for its extensive customization options, allowing businesses to tailor the software to their specific needs. Its open-source nature makes it a versatile tool for businesses with unique requirements. Insightly CRM, while not as customizable, provides essential features that are sufficient for most small to medium-sized businesses. If you need a highly customizable CRM, SugarCRM is the better choice.
Reporting and Analytics
Both Insightly CRM and SugarCRM offer robust reporting and analytics features, allowing you to gain valuable insights into your business operations. SugarCRM's open-source nature allows for more extensive customization, making it a versatile tool for businesses with unique requirements. Insightly CRM, while not as customizable, provides essential reporting and analytics features that are sufficient for most small to medium-sized businesses. If you need a highly customizable reporting and analytics solution, SugarCRM is the way to go.
Pricing Comparison of Insightly CRM and SugarCRM
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Insightly CRM and SugarCRM. This comparison will highlight the best option for managing your customer relationships.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
SugarCRM Pricing Plans
- Lead and opportunity management to track potential sales.
- Quote management for streamlined sales processes.
- Activity management to keep track of tasks and meetings.
- Intelligent account management for better customer insights.
- Forecasting to predict future sales outcomes.
- Pipeline analytics for detailed sales insights.
- Mobility for accessing CRM on the go.
- Omni-channel communications for seamless customer interactions.
- Case management for handling customer issues efficiently.
- Bug tracking to manage software issues.
- Intelligent lead prioritization for focusing on high-value leads.
- Revenue Intelligence for better financial insights.
- Enhanced forecasting for more accurate predictions.
- 2x file managed storage for increased data capacity.
- Enhanced support for better customer service.
- LinkedIn connector for professional networking.
Our Rating Methodology
We thoroughly test each CRM software, evaluating key features like ease of use, functionality, and scalability. We also analyze user reviews to ensure our recommendations fit your needs. Each of the seven evaluation factors is weighted by importance to provide an accurate final rating, helping you avoid poor-quality tools and make informed decisions.
Insightly CRM or SugarCRM: Which One Matches Your Business Needs?
Choose Insightly CRM If You Need ...
- User-friendly interface
If you are a small to medium-sized business looking for a CRM with a user-friendly interface, Insightly CRM is the better choice. Its intuitive design makes it easy for users to navigate and manage their tasks efficiently.
- Seamless email tracking
If you need a CRM with seamless email tracking capabilities, Insightly CRM is the way to go. Its email tracking feature helps you stay informed about client communications and ensures that you never miss an important email.
Choose SugarCRM If You Need ...
- Highly customizable
If you need a CRM with extensive customization options, SugarCRM is the better choice. Its open-source nature allows businesses to tailor the software to their specific needs, making it a versatile tool for businesses with unique requirements.
- Scalable for growing businesses
If you are a growing business looking for a scalable CRM solution, SugarCRM is the way to go. Its open-source nature makes it highly scalable, accommodating the needs of growing businesses.
Frequently Asked Questions
What are the key differences between Insightly CRM and SugarCRM?
Which CRM is more cost-effective, Insightly CRM or SugarCRM?
Which CRM is easier to use, Insightly CRM or SugarCRM?
Which CRM offers better customer support, Insightly CRM or SugarCRM?
Which CRM is more scalable, Insightly CRM or SugarCRM?
Which CRM offers better integration capabilities, Insightly CRM or SugarCRM?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
